CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 518 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.00 and the average weighting 1.1%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$8,464,147
-7.5%
141,093
-3.5%
0.03%
-11.1%
Q2 2023$9,153,866
+4.0%
146,181
+2.8%
0.04%
-7.7%
Q1 2023$8,805,569
-38.1%
142,140
-42.2%
0.04%
-45.8%
Q4 2022$14,225,666
+45.6%
245,779
+28.1%
0.07%
+26.3%
Q3 2022$9,769,000
-3.2%
191,848
+8.4%
0.06%
-12.3%
Q2 2022$10,089,000
+153.8%
176,915
+196.4%
0.06%
+150.0%
Q1 2022$3,975,000
-84.8%
59,696
-83.7%
0.03%
-85.5%
Q4 2021$26,070,000
+7800.0%
367,050
+7805.4%
0.18%
+5866.7%
Q3 2021$330,000
+98.8%
4,643
+105.0%
0.00%
+50.0%
Q2 2021$166,000
+9.9%
2,265
+5.3%
0.00%0.0%
Q1 2021$151,000
+81.9%
2,151
+74.9%
0.00%
+100.0%
Q4 2020$83,000
-54.1%
1,230
-60.0%
0.00%
-66.7%
Q3 2020$181,000
+7.7%
3,077
+0.5%
0.00%0.0%
Q2 2020$168,000
+143.5%
3,063
+156.3%
0.00%
+50.0%
Q3 2019$69,000
-1.4%
1,195
+0.6%
0.00%
-33.3%
Q2 2019$70,000
+2233.3%
1,188
+2662.8%
0.00%
Q1 2019$3,000
+50.0%
430.0%0.00%
Q4 2018$2,000
-33.3%
430.0%0.00%
Q3 2018$3,000
-98.1%
43
-98.3%
0.00%
-100.0%
Q4 2017$160,0002,5360.01%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
New England Professional Planning Group Inc. 594,395$43,428,00025.73%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 9,236,100$655,763,00024.09%
Acorns Advisers, LLC 17,514,355$1,243,520,00022.83%
Newman & Schimel, LLC 477,172$33,879,00021.18%
AlphaCore Capital LLC 557,890$39,610,00020.08%
Brightworth 2,670,472$189,603,00017.18%
Onyx Bridge Wealth Group LLC 555,111$40,479,00015.20%
Hardy Reed LLC 1,144,425$81,254,00014.44%
KEMPER Corp 1,213,087$86,129,00014.34%
ESL Trust Services, LLC 637,610$45,270,00013.80%
View complete list of ISHARES TR shareholders